Curated apps similar to TruAdvisors, ranked by relevance and user ratings.
WealthCounsel LLC
Finance
This application is designed to provide WealthCounsel members, and other professionals interested in estate planning and related topics, with access to WealthCounsel community activity.
Ritholtz Wealth Management, LLC
Finance
This Mobile App allows you to view account information, balances and easily contact your advisor.
iCapital, LLC
Finance
This Mobile App allows you to view your iCapital account information, balances and easily contact your advisor.
Mayflower Advisors, LLC
FinanceMayflower Advisors’ clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data—including managed portfolio activity and balances, linked outside accounts, interactive and historic performance reporting, personal...
Choice Wealth Advisors, LLC
FinanceThis mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.
Rise Private Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor
Capital Advisors Wealth Management, LLC
FinanceThe Capital Advisors mobile phone applications enables our Clients to access their portfolio data in a simple and elegant interface. Requirements: You need to be a Client of our Firm to be authorized to download this application. Please call us at 866.469.5030 for any questions.
Paragon Advisors, LLC
FinanceParagon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.
BlackDiamond Wealth Management Inc.
FinanceThis Mobile App allows you to view account information, balances, planning tools, and easily contact your advisor.
TrueWealth Advisors LLC
FinanceThis app allows TrueWealth clients to view account valuation, performance, and activity in a secure and simple interface.
Martha's Vineyard Bank
FinanceUse the MV Invest app to view your Martha's Vineyard Investment Advisors account including performance and balances, or to easily contact your advisor.
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.
FinanceAccess your Dunham account, statements, confirmations and reset your password.
AIRE Advisors, LLC
FinanceThis mobile app allows clients of AIRE Advisors to view their account information, balances, asset allocation, financial plans and more.
Adapt Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
TruService Community Federal Credit Union
FinanceOn the go and need access to your TruService Community Federal Credit Union accounts? TruService Mobile gives you the power to access your account information from anywhere in the world, 24 hours a day. With the TruService Mobile app, you can: - Check your account balances - View a transaction...
Crestwood Advisors Group LLC
FinanceThe Crestwood Advisors phone application allows their wealth management clients mobile access to the Black Diamond client portal, where client household & account information can be viewed in a simple, easy to understand format. Requirements: You need to be a Crestwood Advisors wealth management...
Fiduciary Trust Company
FinanceThe Fiduciary Trust Company mobile app provides clients with convenient access to account and other important information including: -Market Value -Positions -Recent Transactions -Documents Contact your Fiduciary Trust officer or advisor if you need login assistance.
Willow Financial LLC
FinanceThe Willow Application is a secure financial dashboard for registered clients of the firm to be able to view their portfolio, upload files, communicate with the advisor team, and so much more at Willow Financial.
Confluence Wealth Services, Inc.
FinanceThe MyConfluence mobile application provides authorized Confluence Financial Partners clients with seamless access to their financial plan, investment accounts, and important documents—all in one secure and intuitive platform.
CLIFTONLARSONALLEN LLP
FinanceWith its intuitive layout and abundant customization features, the CLA Wealth Advisors app can present just the information you need in a format that is accurate, personalized, and easy to understand. Bold graphics and a tiled interface provide 24/7 access to: · Detailed portfolio...
App information from Apple App Store. TruAdvisors and related trademarks belong to Truadvisors Financial, LLC.